Do the following prerequisite tasks, depending on what you want the smart hot folder to do.

If It will

Do this

Create jobs

Create a job to be used as a template job. It can be a pre-job, existing job, or template job.

Create jobs and process the source file

  1. Create a job as a template job. It can be a pre-job, existing job, or template job.
  2. Include hot folders (not smart hot folders) in the template job. The hot folders must be associated with process templates or workflow templates.

Move the source file

Create folders for storage or other purposes.
Create the folders using Microsoft Internet Explorer or Macintosh Finder. If the storage folders are on another volume, mount the volume using the Prinergy Administrator software. For more information about mounting volumes, see the Prinergy System Administration Guide.

  1. Add or edit a smart hot folder.

  2. Under Smart Hot Folder Location, select the location of the smart hot folder:

    To locate it

    Do this

    In the Jobs\SmartHotFolders folder

    Select the Use Default Location check box.

    Outside the Jobs\SmartHotFolders folder

    Click Browse. In the Select Folder dialog box, select a location.

  3. If the smart hot folder will be used to process files or create jobs, and you want the files to be deleted after they are processed, select the Automatically Remove Processed Files from Smart Hot Folder check box.

  4. Under Hot Folder Type, select the smart hot folder function (see About the hot folder type options):

    ToDo this
    • Create jobs
    • Process the source files

    • Move or rename the source files (optional)

    Select Job Creator

    Move or rename the source files (not create jobs or process files)

    		Select File Mover/Renamer.

  5. If you chose Job Creator, under Create new jobs based on the Job Template, click Browse.

    1. In the Select Template Job dialog box, select the template job (and any aspects that you want to copy into new jobs).
    2. If the job will process files, select Hot Folders.
    3. Click OK.
  6. In the left pane, click Source and Target Patterns.
  7. In the Source File Name Pattern box, type the naming pattern for the source file name.
    For example, type [$Name]_[#Date:6]_[$PubPart].[%Ext].
  8. If you chose Job Creator, in the Target Job Name Pattern box, type the naming pattern for the target job.
    You can type a specific job name, such as TeenZone_040404, or a variable job name using a naming pattern that back-references the source-file naming pattern, such as [%Name]_[#Date]. 
    Note: If you want to locate the target job in a specific group, click Browse next to the Target Group box and select a group. By default, jobs are located in the same group as the template job. Note that you can't use naming patterns for Target Group.
  9. If the smart hot folder will only create jobs (and not process, move, or rename source files), click OK.
  10. In the left pane, click File Move Rules.
  11. Create one or more move rules for the source file.
    Note: The text in the table is red until you finish creating a valid rule.
    1. Click Add.

    2. Under Source File Name Pattern, specify the pattern for the source files name:

      To Use This

      Do This

      The same file naming pattern as the one in the Source File Name Pattern box in the Source and Target Pattern view

      Select Use Smart Hot Folder's Source Pattern.

      A different pattern from the one in the Source File Name Pattern box in the Source and Target Pattern view

      In the Source File Name Pattern box, type the file naming pattern of the source file.

    3. Under Target Filename Pattern, determine whether to rename the source files:

      To

      Do this

      Move without renaming

      Clear the Rename files check box. The target file naming pattern will be the same as the source file naming pattern.

      Rename and move

      Select the Rename files check box, and type the file name of the target file in the Target Filename Pattern box. The file name can be completely different, or it can have a prefix or suffix.

    4. Identify the destination of the file:

      To move the file to

      Do this

      A job hot folder
      Note: This option is available only if you chose Job Creator in the General view.

      1. Select Move to Job Hot Folder.
      2. From the list, select a hot folder.
      To the job's UserDefinedFolders folder
       Note: This option is available only if you chose Job Creator in the General view.      		Select Move to Job Relative Location. When %Job%\UserDefinedFolders appears in the box, you can choose to add a subfolder by typing a backslash and the folder name. (Prinergy creates the folder if it does not already exist.)
      Any location on a mounted volumeSelect Move to Location, click Browse, and indicate where to move the file
  12. Click OK.